Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$21,989,373
-14.0%
93,532
-10.4%
0.22%
-15.6%
Q2 2023$25,561,901
+5.4%
104,411
+2.7%
0.26%
-2.7%
Q1 2023$24,247,715
+10.3%
101,685
+14.8%
0.26%
+34.9%
Q4 2022$21,976,486
-99.9%
88,597
-61.6%
0.20%
-29.3%
Q3 2022$25,802,777,000
+200356.6%
230,464
+321.6%
0.28%
+109.1%
Q2 2022$12,872,000
-39.3%
54,660
-34.4%
0.13%
-40.3%
Q1 2022$21,191,000
+2.1%
83,307
+6.9%
0.22%
+5.2%
Q4 2021$20,758,000
+13.7%
77,914
+5.4%
0.21%
+14.8%
Q3 2021$18,262,000
-6.7%
73,889
-6.7%
0.18%
-17.6%
Q2 2021$19,572,000
-0.9%
79,199
-8.2%
0.22%
-11.6%
Q1 2021$19,745,000
-3.5%
86,316
-6.2%
0.25%
+5.9%
Q4 2020$20,452,000
-99.8%
92,062
+41.3%
0.24%
-4.4%
Q3 2020$13,298,000,00065,1620.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders